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Trustee Stole Insurance Benefits
A court order to examine the bank accounts is probably not possible and may not even be fruitful and may not be the direction you need to go. It's not clear to me, from your posting, whether the policy was taken out on your father's life or on your mother's life. The reason that you did not...- Dandy Don
- Post #13
- Forum: Life Insurance & Annuities
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Beneficiary Of My Grandmothers Will
When you get the opportunity, you need to get copies of (or personally look at the documents at the county courthouse surrogate court) the ENTIRE PROBATE FILE so that you can get a complete understanding of how the estate was handled. When you get an attorney you should ask the attorney to ask...- Dandy Don
- Post #7
- Forum: Wills, Trusts and Estate Planning
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Where do I find information?
If he died after 1983, you can do a case search yourself on the Los Angeles County Superior Court website at the link below. Just click on the CONTINUE button at the bottom of the webpage, and then click on CONTINUE AS A GUEST. You will probably be doing a one-time lookup by name to see if...- Dandy Don
- Post #5
- Forum: Probate and Personal Representatives
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Social Security, Power of Attorney, Passing of Relative And aftermath.
The bank will not release any information about the bank accounts to anyone except the executor. If widow submits the will to county probate court and if she wants to be executor, she is the only won with authority to claim any and all assets. You need to be consulting with a probate attorney...- Dandy Don
- Post #6
- Forum: Elder Law, Powers of Attorney, Living Wills (Adva
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possible "minor's compromise" trust from 23 years ago
Why are you and the uncle no longer on speaking terms? Is he a difficult individual to get along with? A phone call to the court clerk's office will NOT get you anything except being brushed off--they will tell you they do not give legal advice and if they gave you the info over the phone that...- Dandy Don
- Post #21
- Forum: Auto Accidents and Vehicle Claims
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Con Man / Fraud has destroyed our professional community and my career, need advice
Your deliberate vagueness about the industry you work in only confuses the situation more. Explain specifically what industry you work in, please. Is it the casino industry and is the con artist somehow affiliated with the mafia? Did the company pay to have a background check done on the con...- Dandy Don
- Post #28
- Forum: Libel / Slander / Defamation
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Social Security, Power of Attorney, Passing of Relative And aftermath.
The relative who had POA--how was he/she related to your grandfather? The POA does not know why the bank account had been closed? Did the POA know about this bank account? Is it possible that the wife's name was on this bank account as joint co-owner and possibly she was the one who decided...- Dandy Don
- Post #3
- Forum: Elder Law, Powers of Attorney, Living Wills (Adva
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Trust question
Focus right now on getting the copy of the trust.- Dandy Don
- Post #25
- Forum: Wills, Trusts and Estate Planning
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i am paying irs agreement for last 5 years--mu income now is low can i get an offer in compromise
I assume you mean an "Offer In Compromise". How much did you owe in the beginning? How much do you owe now? Are you a business owner or self-employed or just a regular individual taxpayer? Have you filed for bankruptcy? -
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Sign on bonus not paid!
What type of company is this? Is it a small business? How many employees do they have? How long have you worked there? How much would the bonus be and how is it calculated?- Dandy Don
- Post #11
- Forum: Wage & Salary Issues
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Coworker with history of sexual abuse/r***. How to aid in uncovering past for employer.
i have used the postmaster tactic with success--the document was put into the regular mail and processed as usual--its a postal policy. The poster could also ask one or more of the friends who were victims to write the anonymous letter. Hard to see how anyone could anyone be charged with a...- Dandy Don
- Post #14
- Forum: Hiring, Firing & Wrongful Termination
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Beneficiary assignment in a living trust and do you have to list the assets of a trust in the trust document
You have made a valiant effort to do research to help you decide what you want. However, no one can really understand what the exact definition or meaning is of what "John Smith's interest in the trust property" is. You do not necessarily need a will AND a trust. It may beneficial for you to...- Dandy Don
- Post #6
- Forum: Wills, Trusts and Estate Planning
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Trust question
Do you know what type of trust this is: irrevocable or revocable? As a beneficiary, you had/have the right to request a copy of the trust in Massachusetts and New Hampshire by sending the trustee a written request. You should also ask for a copy of the trust's income tax returns for 2015...- Dandy Don
- Post #21
- Forum: Wills, Trusts and Estate Planning
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Toxic work environment - useless "management"
I sympathize with your situation and the topic of chemical sensitivities of co-workers will probably be coming into greater awareness in the future. What would be your idea of a reasonable accomodation or what do you want to happen? For co-workers to be asked to please stop wearing fragrances?- Dandy Don
- Post #15
- Forum: Job Discrimination and Harassment
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Coworker with history of sexual abuse/r***. How to aid in uncovering past for employer.
Type up an anonymous letter about this individual and do not sign your name to it. Put it in a self-addressed stamped envelope that will go to the Missouri company (the envelope WILL NOT not show a return address in the left-hand corner). Put that envelope inside a larger, manila envelope and...- Dandy Don
- Post #11
- Forum: Hiring, Firing & Wrongful Termination
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money grabbing family
Please answer the question about which family member is attempting to evict you. Is that person's name on the deed/title--do they have the legal authority to evict you? Is there an outstanding mortgage on the home? Would you or your husband eventually be willing to make an offer to buy the...- Dandy Don
- Post #8
- Forum: Wills, Trusts and Estate Planning
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I was purposely put on a bed with bed bugs, I know gross!
Is this a "friend" that you are willing to stop having all contact with him? If you mentioned the situation about the bedbugs to him, I get the impression he would go ballistic and perhaps become violent towards you.- Dandy Don
- Post #12
- Forum: Other Personal Injury and Wrongful Death
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Can my mother claim her son as a dependant on her tax return if not earned income?
If you used Turbo Tax to compute your taxes and if you found it fairly understandable, you could also use it to compute what her taxes or lack of owing any taxes would be, and would also compute a refund or lack of any refund would be. Then you would have your answer. -
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Invasion Privacy, Abuse, bullying, Defamation, Libel / Slander
In order to control you how, exactly? This is not someone you should consider any longer as being a "friend". Has she ever given you any indications that she wants you two to move out? Do you pay rent and is your name listed as a co-renter on the lease? Does the landlord know you live there...- Dandy Don
- Post #6
- Forum: Libel / Slander / Defamation
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Can borrowed money count as income in income based housing?
How much did you borrow? I have found it helpful to look at the operational handbook for HUD to get an inside view of how they operate. If we assume that your building is a Subsidized Multifamily Housing Program (Handbook 4350.3), please look at the 81-page PDF file for Chapter 5--DETERMINING...- Dandy Don
- Post #21
- Forum: Landlord / Tenant Issues
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